PWLMX Mutual Fund
PWLMX Mutual Fund
PWLMX Mutual Fund
PIMCO RAE Worldwide Long/Short PLUS Fund Class I-2
PWLMX Mutual Fund Overview
PWLMX Mutual Fund (PIMCO RAE Worldwide Long/Short PLUS Fund Class I-2) is managed by PIMCO (US) with $472.3M in net assets. PWLMX expense ratio is 1.46%, holding 1275 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2019-08-23.
PWLMX performance shows a YTD return of 11.46%. The 1-year return is 15.46% and the 5-year return is 8.84%. PWLMX dividend yield stands at 5.20%, paid quarterly.
PWLMX top holdings include Uniform Mortgage-Backed Security, Tba (18.0%), Ishares Core S&p 500 ETF (15.8%), Uniform Mortgage-Backed Security, Tba (12.5%), Fannie Mae Or Freddie Mac 2050-08-15 (11.0%), Pimco Multisector Bond Active Exchange-Traded Fund Usetf 6.5% 13/07/2056 (10.6%). Go to all PWLMX holdings, PWLMX sectors, or PWLMX dividends.
PWLMX can be compared against other funds. Use PWLMX overlap to find shared positions, or PWLMX vs another fund for a side-by-side view. PWLMX alternatives are available via the screener, along with tax-loss harvesting opportunities.